Plan Group Financial, LLC's ownership history for JEPI

Plan Group Financial, LLC currently holds 10.9K shares with a market value of $621.1K. It started holding JEPI on 2025-03-31. At its peak, it held 10.9K shares on 2025-12-31. Its highest holding value was $621.1K on 2025-12-31. At its lowest, it held 5.1K shares on 2025-03-31, with a value of $293.8K on 2025-03-31. In the recent 180 days, Plan Group Financial, LLC has increased its shares by 3.9K.